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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,697 | $100,792-80.5% | $86,691-77.3% | $134,509-85.4% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -19.60% | 29.08%-48.7pp | 35.94%-55.5pp | 418.13%-437.7pp |
| Employer contribution / active EE | $1,377 | $3,491-60.6% | $2,837-51.5% | $4,741-71.0% |
| Participant deferral / active EE | $4,063 | $5,339-23.9% | $4,656-12.7% | $6,400-36.5% |
| Admin fee / account holder | $114 | $10,924-99.0% | $7,492-98.5% | $11,427-99.0% |